Nasdaq - Delayed Quote USD
Old Westbury Funds, Inc. - Old Westbury All Cap ESG Fund (OWSIX)
9.71
-0.12
(-1.22%)
As of March 30 at 8:01:18 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.40% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | -- |
| Best 1Y Total Return (Feb 4, 2019) | 21.56% |
| Worst 1Y Total Return (Feb 4, 2019) | 6.50% |
| Best 3Y Total Return | 21.56% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OWSIX
Category
- YTD
- 5.13%
- 4.69%
- 1-Month
- 2.77%
- 2.16%
- 3-Month
- 6.64%
- 4.69%
- 1-Year
- 51.54%
- 57.22%
- 3-Year
- 9.04%
- 11.58%
- 5-Year
- 0.00%
- 12.57%
- 10-Year
- 0.00%
- 9.03%
- Last Bull Market
- 0.00%
- 18.98%
- Last Bear Market
- 0.00%
- -19.69%
Annual Total Return (%) History
Year
OWSIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -22.96% | 16.41% | 6.11% | 11.91% |
| 2019 | 11.38% | 1.69% | -1.66% | 9.14% |
| 2018 | -0.20% | 5.92% | -11.53% | -- |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 69 |
| 3-Month | 72 |
| 1-Year | 80 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 18.85% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 8.40% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | World Large Stock |
| Fund Family | Old Westbury |
| Net Assets | 44.45M |
| YTD Return | 5.13% |
| Yield | 1.27% |
| Morningstar Rating | -- |
| Inception Date | Mar 01, 2018 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of any market capitalization or sector that meet the adviser's ESG sustainability criteria. It has no restrictions as to the size of the companies in which it invests. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.
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